Estate Planning
Create a coordinated plan for your family and future, or review the plan you already have.
- Wills and revocable living trusts
- Powers of attorney and healthcare directives
- Plan reviews and updates
Estate planning & business law
Protect what you’ve built.
Plan for what’s next.
The Lawler Group helps business owners and families protect what they have built, plan for what comes next, and navigate important legal decisions with confidence.
Explore how we can help
Two connected areas of practice
Start with what matters to you.
Business Law
Navigate the decisions that shape your company, from formation and agreements to transactions and succession.
- Formation, governance and owner agreements
- Contracts, transactions and acquisitions
- Business succession planning
When business and family meet
One future.
A coordinated plan.
For business owners, personal planning and business succession are connected. Consider your family’s priorities alongside the future of your company.
Explore succession planningA clearer starting point
Questions before
the next step?
Explore a few common questions, get to know Scott, or hear from clients in their own words.
When should I update my Estate Plan?
You should review your Estate Plan after major life or financial events, including:
- Marriage or divorce
- Birth of children or grandchildren
- Sale or acquisition of a business
- Significant asset growth
- Relocation to another state
What does it mean to “fund” a Trust?
Creating a Trust is only the first step. Funding a Trust means properly transferring or aligning assets so the Trust actually controls them. This may involve:
- Retitling real estate
- Updating financial accounts
- Coordinating beneficiary designations
- Assigning business interests
Do you assist with business sales and acquisitions?
Yes. We assist clients with structuring, negotiating, and documenting business transactions, including asset sales, equity transfers, and related agreements. Clear structure and risk evaluation are critical in these transactions.
What is Business Succession Planning?
Business Succession Planning addresses what happens to your company upon death, disability, retirement, or sale. For business owners, Business Law and Estate Planning must be coordinated. Without integration:
- Ownership interests may pass unintentionally
- Buy-sell agreements may conflict with personal documents
- Heirs may inherit illiquid or unmanaged business interests
Your next step
Let’s start with a conversation.
Choose the consultation that fits your needs.
Not sure where to start? Contact usEstate Planning
Structured Legacy Planning Session
Business Law
